State Street Target Retirement 2040 Fund Class K SSCQX

Medalist Rating as of Sep 28, 2026 See State Street Investment Hub

NAV and 1-Day Return as of Nov 14, 2026, 1:11:06 AM

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SSCQX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the SSCQX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of SSCQX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Jodi Lim

Senior Analyst

An engaged, research-driven team and disciplined portfolio-construction process give State Street Target Retirement series an edge.

by Jodi Lim

Rated on Sep 28, 2026 Published on Sep 28, 2026

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Portfolio Holdings SSCQX

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
State Street Equity 500 Index II	35.39	1B	—
State Street Glb All Cap Eq ex-US Idx	31.71	1B	—
State Street Aggregate Bond Idx	12.62	452M	—
State Street SPDR Port L/T Trs Idx ETF	9.76	349M	—
State Street Small/Mid Cap Equity Index	7.35	263M	—
State Street® SPDR® Blmbg Hi Yld Bd ETF	3.02	108M	—
Ssi Us Gov Money Market Class State Street Inst Us Gov	0.14	5M	Cash and Equivalents
Usd	0.00	3	Cash and Equivalents